Best Investors Account Sign in
Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-23
  • TX RA
    APPROVED
    Since 2025-12-23

Branch Locations

950 S. Clearview Pkwy, Harahan, LA 70123 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Fort Worth TX 12/2025 Present
Jpmorgan Chase Bank, N.A. Fort Worth TX 12/2025 Present
Equitable Financial Life Insurance Fort Worth TX 08/2024 12/2025
Unemployed Oxford MS 11/2023 07/2024
Elizabeth Heiskell Catering Oxford MS 01/2023 10/2023
Memphis Cashflow Memphis TN 06/2023 08/2023
Odyssey Medical Technologies Llc Bartlett TN 12/2022 07/2023
Unemployed Oxford MS 11/2022 11/2022
Mcewans Oxford Llc Oxford MS 05/2022 10/2022
Shaw Williams Insurance Agency Memphis TN 05/2021 07/2022
Unemployed Memphis TN 02/2021 04/2021
Oxbeau Memphis TN 11/2019 01/2021
Unemployed Memphis TN 08/2019 10/2019
Robs Pool School Memphis TN 05/2019 07/2019
Unemployed Hernando MS 12/2015 04/2019
  • 12/2025 → Present
    Fort Worth, TX
  • 12/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Fort Worth, TX
  • 08/2024 → 12/2025
    Equitable Financial Life Insurance
    Fort Worth, TX
  • 11/2023 → 07/2024
    Unemployed
    Oxford, MS
  • 01/2023 → 10/2023
    Elizabeth Heiskell Catering
    Oxford, MS
  • 06/2023 → 08/2023
    Memphis Cashflow
    Memphis, TN
  • 12/2022 → 07/2023
    Odyssey Medical Technologies Llc
    Bartlett, TN
  • 11/2022 → 11/2022
    Unemployed
    Oxford, MS
  • 05/2022 → 10/2022
    Mcewans Oxford Llc
    Oxford, MS
  • 05/2021 → 07/2022
    Shaw Williams Insurance Agency
    Memphis, TN
  • 02/2021 → 04/2021
    Unemployed
    Memphis, TN
  • 11/2019 → 01/2021
    Oxbeau
    Memphis, TN
  • 08/2019 → 10/2019
    Unemployed
    Memphis, TN
  • 05/2019 → 07/2019
    Robs Pool School
    Memphis, TN
  • 12/2015 → 04/2019
    Unemployed
    Hernando, MS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-27
S63 Uniform Securities Agent State Law Examination 2024-03-01
  • S65 Uniform Investment Adviser Law Examination
    2024-12-27
  • S63 Uniform Securities Agent State Law Examination
    2024-03-01
Other Names
  • David Greif
  • David Gregory Greif

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Harahan, LA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor